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Providing charitable organizations with planned giving services on a turnkey basis. Services include, coaching, training and marketing of planned giving programs such as: Charitable Lead Trusts, Charitable Remainder Trusts and Qualified Grantor Lead Trust

http://www.chcap.org/

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The Financial Engineering Institute

Nick Gregory

25400 U.S. ●●●●●●●●●●●, Suite 226

CLE●●●TER , Florida, 33763

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1.72●●●●9120
1.72●●●●9150
in●●@thefei.com

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The Financial Engineering Institute

Nick Gregory

25400 U.S. ●●●●●●●●●●●, Suite 226

CLE●●●TER , Florida, 33763

US

1.72●●●●9120
1.72●●●●9150
in●●@thefei.com

View this contact

The Financial Engineering Institute

Nick Gregory

25400 U.S. ●●●●●●●●●●●, Suite 226

CLE●●●TER , Florida, 33763

US

1.72●●●●9120
1.72●●●●9150
in●●@thefei.com

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Providing charitable organizations with planned giving services on a turnkey basis. Services include, coaching, training and marketing of planned giving programs such as: Charitable Lead Trusts, Charitable Remainder Trusts and Qualified Grantor Lead Trust
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2 about us
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Home | chcap.org Reviews

https://chcap.org

Providing charitable organizations with planned giving services on a turnkey basis. Services include, coaching, training and marketing of planned giving programs such as: Charitable Lead Trusts, Charitable Remainder Trusts and Qualified Grantor Lead Trust

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chcap.org chcap.org
1

Home

http://www.chcap.org/index.php

Managed Lead Annuity Trust Program. Pooled Income Trust Program. Leveraged IRA Giving Program. Charitable Capital Gift Annuity Program. The Managed Income Trust Program. Donor Advised Fund Program. The Charitable Capital Planning Team. Connecting the non-profit community. With the financial services community. Establishment and implementation of. Provide case design, illustrations, presentations and detailed proposals for the various. Custom Designed marketing and educational materials.

2

Charitable Capital

http://www.chcap.org/index.php/our-services

Managed Lead Annuity Trust Program. Pooled Income Trust Program. Leveraged IRA Giving Program. Charitable Capital Gift Annuity Program. The Managed Income Trust Program. Donor Advised Fund Program. Motivating Donors to Understand, Plan and Give. In order to respect wealth and maximize its use in helping donors achieve their true financial and charitable objectives, it is important to understand that wealth breaks down into three forms of. Financial life support systems. The three forms of. As shown in th...

3

About Us

http://www.chcap.org/index.php/about-us

Managed Lead Annuity Trust Program. Pooled Income Trust Program. Leveraged IRA Giving Program. Charitable Capital Gift Annuity Program. The Managed Income Trust Program. Donor Advised Fund Program. Nicholas L. Gregory, ChFE. Over the past 33 years Mr. Gregory has consulted with attorneys, accountants, and financial services professionals in better serving their clients. He also provides consulting for some of the largest financial services organizations in the world. Certified Estate and Business Analyst.

4

Schedule

http://www.chcap.org/index.php/about-us/schedule

Managed Lead Annuity Trust Program. Pooled Income Trust Program. Leveraged IRA Giving Program. Charitable Capital Gift Annuity Program. The Managed Income Trust Program. Donor Advised Fund Program. Upcoming Dates To Be Announced! Charitable Capital Design Center. And Symposium Schedule - For 2015. Topics subject to change). Webcast Summer Series Schedule - For 2015. Topics subject to change). Web Casts begin promptly at: Eastern:. Phone: 727-935-5815 Toll Free: 1-888-884-3332.

5

Advisory Board

http://www.chcap.org/index.php/about-us/advisory-board

Managed Lead Annuity Trust Program. Pooled Income Trust Program. Leveraged IRA Giving Program. Charitable Capital Gift Annuity Program. The Managed Income Trust Program. Donor Advised Fund Program. Nicholas L. Gregory, ChFE. Over the past 33 years Mr. Gregory has consulted with attorneys, accountants, and financial services professionals in better serving their clients. He also provides consulting for some of the largest financial services organizations in the world. Certified Estate and Business Analyst.

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Advisor Resources

http://www.thefei.com/advisor-resources

Post Mortem Estate Planning. The Power of Gift Annuities. The Evolution of Charitable Capital. The Open Option Practice. The FE Advisor Resource Directory. Developed Exclusively For Top. Turnkey Asset Management Programs. Captive Insurance Company Design and Management. Da Vinci Global Consulting. Property and Liability Risk Management. Tax and Estate Legal Counsel. Employee Stock Ownership Engineering. Planned Giving Consulting Services. The Charitable Capital Design Center. Donor Advised Fund Program.

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Managed Lead Annuity Trust Program. Private Income Trust Program. Leveraged IRA Giving Program. Charitable Capital Gift Annuity Program. The Managed Income Trust Program. Private Giving Fund Program. The Charitable Capital Planning Team. Connecting the non-profit community. With the financial services community. Establishment and implementation of. Provide case design, illustrations, presentations and detailed proposals for the various. Custom Designed marketing and educational materials.

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